Cerity Partners

Cerity Partners Portfolio holdings

AUM $61.7B
1-Year Est. Return 18.91%
This Quarter Est. Return
1 Year Est. Return
+18.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.59B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.6M
3
+$10.3M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$9.96M
5
PFE icon
Pfizer
PFE
+$7.16M

Top Sells

1
+$12.5M
2
+$9.74M
3
+$6.6M
4
SBUX icon
Starbucks
SBUX
+$6.08M
5
QCOM icon
Qualcomm
QCOM
+$6.06M

Sector Composition

1 Technology 14.6%
2 Industrials 11.52%
3 Communication Services 9.62%
4 Healthcare 9.42%
5 Financials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$395K 0.02%
23,366
-250
352
$393K 0.02%
9,694
-135
353
$392K 0.02%
7,200
354
$391K 0.02%
14,026
+3,367
355
$390K 0.02%
7,858
-3,007
356
$388K 0.02%
2,651
-1,174
357
$383K 0.02%
18,415
+325
358
$380K 0.02%
+4,315
359
$380K 0.02%
3,255
-4,934
360
$379K 0.02%
12,620
+2,920
361
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16,848
+4,478
362
$376K 0.02%
+14,182
363
$373K 0.02%
9,436
-8,713
364
$369K 0.02%
20,837
-4,929
365
$366K 0.02%
3,628
+503
366
$357K 0.02%
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-32
367
$356K 0.02%
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368
$355K 0.02%
1,904
+304
369
$351K 0.02%
11,265
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370
$351K 0.02%
12,718
+4,928
371
$350K 0.02%
2,961
+77
372
$349K 0.02%
+14,608
373
$343K 0.02%
11,156
374
$341K 0.02%
4,072
-1,373
375
$335K 0.02%
+3,300
13 14
15
16 17